Impact Partnership Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Impact Partnership Wealth’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.1M	Sell	24,714 -8,159	-25%	-$5.55M	1.99%	12
2025 Q4	$22.4M	Buy	32,873 +13,873	+73%	+$9.38M	2.87%	10
2025 Q3	$12.7M	Buy	19,000 +1,382	+8%	+$886K	1.88%	14
2025 Q2	$10.9M	Buy	17,618 +4,527	+35%	+$2.59M	2.01%	13
2025 Q1	$7.32M	Buy	13,091 +3,327	+34%	+$1.96M	1.56%	17
2024 Q4	$5.72M	Buy	9,764 +1,073	+12%	+$632K	1.16%	17
2024 Q3	$4.99M	Buy	8,691 +2,257	+35%	+$1.25M	1.13%	19
2024 Q2	$3.5M	Buy	6,434 +954	+17%	+$499K	0.92%	18
2024 Q1	$2.87M	Sell	5,480 -185	-3%	-$92.1K	1.14%	14
2023 Q4	$2.69M	Sell	5,665 -1,426	-20%	-$635K	0.98%	17
2023 Q3	$3.03M	Sell	7,091 -125	-2%	-$55.6K	0.94%	17
2023 Q2	$3.2M	Buy	+7,216	New	+$3.03M	1.11%	10

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Impact Partnership Wealth's SPY Position: Q1 2026 in Review

Impact Partnership Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 25% in Q1 2026, selling an estimated $5.55M and leaving 24,714 shares worth $16.1M. The position accounts for 1.99% of the portfolio, ranked #12.

Impact Partnership Wealth first reported a position in SPY in Q2 2023 and has held it in 12 quarters since. The position peaked at $22.4M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Impact Partnership Wealth held 24,714 shares of State Street SPDR S&P 500 ETF Trust worth $16.1M as of Q1 2026.
Impact Partnership Wealth sold 8,159 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $5.55M.
State Street SPDR S&P 500 ETF Trust made up 1.99% of Impact Partnership Wealth's portfolio in Q1 2026, its #12 holding.
Impact Partnership Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 12 quarters since.
Impact Partnership Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $22.4M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.